Is there a product which would enable clients to pre-approve certain tasks and view progress of their assignment, upcoming jobs and so forth without having to specifically email the accountant.
For instance, I do not need any information from the client in order to proceed with the company annual return. It would be preferable for clients to pre-approve the completion of the annual return via an online portal or client dashboard. Certain subscription based services have similar facilities.
I currently use a secure document exchange facility through which I can upload documents, such as Tax returns, and clients can approve these. There is a login facility. However, this shows only historical data. It does not show what documents will next be due for completion, forthcoming year end and estimated fees for these services.
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So...
You want something that gives you authority (the client having accepted you undertaking that duty on their behalf) to complete items due through a clients compliance year? Sounds like an engagement letter.
Am I misunderstanding your meaning?